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Senior Client Service Associate
2 months ago
We are seeking an experienced Senior Client Service Associate to join our team at Transcend Practice Management. As a key member of our wealth management advisory firm, you will be responsible for delivering exceptional client service and support to our clients and advisors.
Key Responsibilities- Liaise with clients to understand their concerns, onboard new clients, and ensure completeness and accuracy of client records.
- Schedule client meetings and reviews with advisors and enhance client relationships with outstanding service.
- Proactively identify opportunities to add value to the company.
- Prioritize Principals' time, initiatives, and mental energy by acting as the point of contact for client concerns.
- Manage technology for Principals' brand and reputation via social media.
- Manage key relationships and build a process to track and nurture key stakeholders and clients.
- Maintain updated client information in the CRM system.
- BS/BA Required
- 4-6 years' experience in the financial services industry
- Minimum 2 years' experience in client service administration
- Detail-oriented, efficient time management, and organizational skills
- Superior interpersonal, oral, and written communications skills
- Excellent attitude and an extraordinary client service orientation
- Ability to handle multiple tasks and operate within tight deadlines
- Proficiency in computer-based programs and CRM's
We are a rapidly growing private wealth management firm that takes pride in having an entrepreneurial culture that embraces collaboration, empowers team members to excel, and serves clients first. We are committed to delivering high-quality, high-touch experiences to our clients and are seeking a talented individual to join our team.
